899 results found
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Adding Paid Date as a Filter option on Supplier/Payable invoice Reports
I am struggling to report to our suppliers about payments we've made because the remittance advices are completely uneditable. I frequently pay our suppliers in batches and in multiple currencies, but the native remittance template doesn't capture everything our supplier needs to know in order to match what we've paid to what bills they've issued.
Main goal: suppliers need the description and amounts and G/HST from the bills themselves.
I can't get this from the remittance advice which only shows the total paid and the reference number. I have already upvoted the other product idea about getting docx customization for…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Ability to prepare interim management accounts with estimated Corporation Tax.
Ability to prepare interim management accounts with estimated Corporation Tax.
Xero Tax should allow accountants to prepare management accounts for an interim period, such as 3, 6 or 9 months, before the financial year has ended.
At the moment, we can run bookkeeping reports in Xero, but we cannot prepare a proper set of accounts through Xero Tax until the financial year has ended.
Previously, using IRIS, I could prepare quarterly, six-monthly or nine-monthly accounts in the same format as the annual accounts, together with an estimated Corporation Tax calculation.
This is essential for providing clients with accurate figures during…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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transaction reports
When producing a transaction report for multiple accounts, is it possible to add page breaks between accounts, so that it produces a separate report for each account, which can then be emailed?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Published Reports - When clicking into accounts from the report can they stay the same as the report
When clicking into the account transactions from published reports can the transactions stay the same as the published report figures?? This would make it so much easier to figure out what has changed since the report was published.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Customizing Report Layout to fit to IFRS18/FRS118
With the new requirement set to applies to annual reporting periods beginning on or after 1 Jan 2027 (early adoption permitted), can Xero update the current presentation of the Profit/Loss and Cashflow report? or allow users to customise layout presentation and formulas to fit new requirement instead of us keeping a separate set of IFRS18/FRS118 Profit/Loss in excel?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Reporting - Profit and Loss Report with Budget Specific Comparison Drop Down box
Allow the selection of the budget from a drop down box at the client level when this report is created as part of a template. Currently you have to go into the report, add a column and select the specific budget. A drop down box will allow you to run this report using different budget models.
1 voteThanks for coming to us with this idea and for explaining the experience you’d like to see added to the reporting process. We understand how having a drop-down option to select the required budget column would make it easier to run reports using different budget models, without needing to edit the report layout each time. This idea is now open to votes and comments. We’ll keep a pulse on the interest it receives and share any updates from the product team here. 🙂
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Manual Journal Entry - View complete journal description when larger than 1 line
The new layout for Manual journals is fine but is very simplified for what can be a complex function. Some journals require a large description in either/both the Narration and each journal line's description.
We have some journals where the line description is copied from the invoice description so that Managers and Auditors have a full view of what's going on. Sometimes those invoices have a return/enter within the description, so the data covers multiple lines.
The new layout only allows the first line of the description to be viewed, which means clicking into each Description field when entering the…1 voteThanks for your feedback here, Jo. We've released some recent changes to improve the viewing of data and ability to scroll contents within a cell, but it's great to hear how these changes have impact for you too.
I've shard this back with our team. For the time being the best option as you described when reviewing draft journals will be to click into the cell so you can read and scroll it's full contents. Clicking elsewhere on the screen will close the cell so you can move to the next down if it's being covered by the previous one.
Once the Journal is Posted the full cell contents will be visible.
If we make any plans for further changes based on this I'll et you know here.
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Clearer error messages to assist with locating, identifying & resolving errors
Would be great if all error messages provided information to resolve the error ourselves immediately without needing to create a support case & wait for a response.
Too often error messages don't identify the location of the error or how to resolve.
Too many codes in the error message without any explanation on what the code is.
1 voteHi Daniel, can you share an example of an error you've recently received that your idea here relates? Or explain what you were doing in Xero when you received the error?
I'd like to take a closer look into this for you but need a bit more detail to be able to share back with the right team. Thanks
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Report - Optimized Excel export layout for Account Transactions report to support Excel tables and pivot analysis
Adjust layout of a downloaded Account Transaction report from Xero to an excel format for a period of to enable 'Insert a Table' analysis
Attached please find a file which shows an existing tab Purchases Transactions for JA26 / second tab New layout for Excel and third tab shows final 'Insert a table to produce a report for simpler presentation and analysis
1 voteThanks for sharing this idea. A table-ready Excel export of the Account Transactions report could make it easier to use filters, create pivot tables and analyse data without manual formatting.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and share how you’d use this export.
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Tax Manager - Open tax returns by clicking anywhere on the client row
Could you please update the new "Tax Manager" page so that users can open a tax return by clicking anywhere on the client name or row, rather than having to click the “Open” action button?
With the new system, you have to trace the entire row from the client name on the far left across to the “Open” button on the far right. This makes it easy to accidentally click the “Open” button for the wrong tax return, particularly when working on a wide screen with many rows.
The previous system allowed users to click directly on the client name…
1 voteThanks for sharing this feedback. Having the client name act as a direct link to the tax return, or making the entire row clickable, could make Tax Manager easier to navigate.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this could improve your workflow, add your vote and let us know which approach you’d prefer.
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Reporting - Filter quote reports by contact acceptance history
When using the Receivable Invoice Detail/Summary reports (or the common Quote formats), more contact filters would be very helpful. We would like to filter out contacts who have accepted quotes in the past to only show clients who have not accepted quotes. We need that information to track prospective customers who should get follow ups.
1 voteThanks for sharing this idea. We understand the request to filter quote reports by whether a contact has ever accepted a quote. This could make it easier to identify prospective customers who may need follow-up without manually reviewing historical quotes.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d use this filter.
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UK Tax Personal - Ability to edit Trading and Professional Income
In Partnership Tax we should be allowed to edit the total amounts on trading and professional income so we can include personal professional expenses of partners so these are then added on the partnership tax return.
1 voteThanks for sharing this idea, Deepan. 🙂 And for letting us know how including partners’ personally incurred professional expenses directly in the Trading and professional income section could make preparing the partnership tax return easier.
We’ve reviewed your idea, and it’s now open for other community members to vote and comment on. For now, we'd like to get a sense of the support for this from the community. Others can share how this would help their own workflow, and you're welcome to share the idea with colleagues who'd find it useful too
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Fixed Assets - Dispose of multiple assets at once via bulk import
It would be great if I could fill out and import a CSV template to dispose of multiple assets at once.
1 voteThanks so much for sharing this idea and for explaining the need to be able to dispose of large numbers of fixed assets in bulk. 🙂
We’ve opened this up for others making it easier for those in the community with the same need to add their support. In the meantime, grouping similar items into a single asset and using partial disposal may help reduce the number of individual disposals required. Thanks again for taking the time to share your experience—we’ll update this idea if its status changes.
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Profit & Loss - Automated commentary and variance analysis report
A fully automated, written analysis report (such as a paragraph-by-paragraph commentary for every account in the P&L) would be very useful when producing management accounts and annual accounts, when you need to explain large variances to the comparative figures. The graphs in analytics can be useful but it doesn't give enough detail, nor does the commentary on the P&L summary.
1 voteAppreciate you raising this idea. We understand the request for a detailed written analysis of Profit & Loss results, including explanations of significant account movements and variances.
Having this generated automatically could make it easier to produce consistent commentary for monthly, annual and client reporting.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know which P&L insights you'd most like to see explained.
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Reporting - Track quotes issued by users
I want to be able to track how many quotes a user issues in a given month so i can work out their productivity and conversion ratios
1 voteThanks for highlighting this improvement. A staff-level quote report with issued, accepted and conversion figures could make it easier to review sales performance and identify trends across the team.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what other quote metrics you’d like to see.
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AU Payroll: Leave Transactions Report to include payment date.
In regard to the Leave Transactions Report (Australia), it would be very helpful if a date column could be added to the report, allowing the transactions to be easily sorted into chronological order.
For example, if there has been a change to an employee’s leave accruals and we need to investigate when that change occurred, it is currently quite difficult to sort the report by date using the available fields in Excel.
As a workaround, we currently have to extract the date from the description field into a separate column using a formula such as '=DATEVALUE(RIGHT(D6,11))' where D6 is the…
1 voteThanks for sharing your idea on improving visibility on the Leave Transactions report.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Fixed assets - Feature for auto recording trading of old for new asset
FA-0003
Original price : 9,565.22
Less: Accumulated Depreciation: 2,235.15
Book Value: 7,330.07
The business purchased new asset (actual value) 25,652.17
Less Trading in Value 6,956.52
Net Book Value 18,695.65
The trading in amount of $6956.52 was used againt the first asset, which had a book value afrer depreciation was 7,330.07.
Advise me how to dispose it off with trading value. This feature is not available in Xero1 voteHi there 👋, we appreciate you raising the idea with us here. There isn't a direct feature for managing these sort of Fixed Asset situations such as; where an old vehicle is traded for a new one. However, it's possible to process this within Xero using Fixed assets disposal, Bills and potentially Manual journals.
I see you've also been in contact with our Xero Support team for direct help on recording this - As they suggested we'd recommend connecting with your adviser if you're uncertain on how to best record this transaction in your organisation.
We'll begin to get a wider sense of interest of an all in one tool for these Fixed assets scenarios from your post here, however I want to be open that this isn't something we have planned in the short term. Thanks
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Checks - Automatically populate supplier account numbers on printed checks
Our clients often have several utility accounts by location, and these suppliers request that the specific account number appear on the check. It is painstaking to manually enter these in the memo field, so it would be great if "supplier account number" was an added field on checks.
1 voteAppreciate you raising this suggestion. Having the supplier’s account number automatically included on checks could reduce the need to manually enter these details.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share where you’d like the account number to appear.
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Custom Reports - Ability to display GL accounts across columns instead of rows in custom reports
Allow users to create custom report layouts where Chart of Accounts (GL Accounts) can be mapped directly into columns rather than being fixed to rows. This will let users build side-by-side comparative views of specific Sales or Expense accounts across line items
(Allow users to multi-select or group specific account codes into dynamic column categories)
1 voteThanks for highlighting this improvement, Janilyn. Having the option to map selected GL accounts directly into columns could make customised financial reporting more flexible, particularly when comparing specific sales or expense accounts.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could be useful, add your vote and share your reporting use case.
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AU Tax - Option for prior 2014 tax return
with CURNN (client update, return not necessary) you can pick returns from 1985 to now.
Is it possible for prior 2014 tax returns can be done in the same process?
At the moment when I want to do a 2013 tax return, I have to create a 2014 tax return, print it, cross out the year and use a pen and write 2013 on all the pages. then mail that to the ATO with a cover letter.Is it possible for Xero to produce a basic template tax return where we can pick a dropdown for 2013 or prior years,…
1 voteHi Christopher, thanks for raising this. We understand the request to support tax returns from before 2014 in Xero Tax.
At this stage, we will not be developing templates or electronic forms for tax years before 2014 due to the declining demand for these returns. Following review, we’ve now updated the status to Not in Pipeline.
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